Choose a minutes template
A board meeting and a daily stand-up need different minutes. Each room picks the template its minutes are written in. The room Owner chooses the template, and so can a company owner or admin. Your company's minutes admins create and publish templates. See Minutes templates.
Built-in templates
| Template | Sections |
|---|---|
| Standard | AI Notes, Highlights, Discussion points and Action items, Board, Next schedule, Email, Reminders, Key numbers |
| Executive brief | AI Notes, Highlights and Action highlights, Decisions, Board, Next schedule, Key numbers |
| Daily stand-up | Highlights and Action highlights, Risks & blockers, Board, Next schedule, Reminders |
| Formal memo | Memorandum, Decisions, Action items, Board, Next schedule |
Rooms that haven't picked a template use the company default. If your company hasn't set a default, they use Standard.
How to choose a room's template
- Open the room's settings and select the AI Minutes tab.
- On the Minutes card, select Customize. The Minutes layout editor opens.
- Under Template, choose a template. The company default is tagged default.
- Turn individual sections on or off, or merge pairs of sections. Check the Live preview.
- To describe a change instead, type it in Ask the agent… and select Apply.
- Select Save layout.
The Minutes card shows where the template comes from: Built-in, Built-in · company, Company template or Company default.
A company owner or admin who changes a room's template sees You are changing this room as a company admin. Auto-tasks and the board stay with the room owner.
Company admins see a Manage templates link in the editor. It opens the company's Minutes templates.